An Introduction to Bosworth Wealth Management…

Your journey with us

We like to take time getting to know our clients, so we can understand what you are looking to achieve and the lifestyle you wish to lead. Once we understand this, we can build a plan to help you achieve what you want in life.

Our advisers at Bosworth Wealth Management follow a step-by-step approach to ensure we keep you on track.

1. Initial chat
This is an opportunity to discuss your current situation and for our advisers to understand your key objectives. This is also a chance for you to get to know us and decide if you would enjoy working with us.
2. Establish where you are now
At this point we will look at what you currently have in place and where you feel you may need help. We will look to understand your objectives and put further detail together to ensure we can produce a specific plan for you circumstances.
3. Data Gathering
Once we have established the existing plans you have, we will request up to date information from each provider. This can take between 2-8 weeks.
4. Create a plan
We will then spend time analysing your current situation, then producing a financial plan to suit you and your needs.
5. Implement any changes
With your agreement, we will arrange to produce the documentation for any changes that need to be made. The details of these changes and the costs associated in implementing them will be clearly documented.
6. Regular Review Meeting
We pride ourselves on ensuring our clients circumstances are reviewed on a regular basis. This is just as important as the initial implementation of the plan, we want to be confident that you are still on course for where you want to be.
7. We are here for you
If needed there will always be a member of the team available, whether it is email query or a chat on the phone.
Previous
Next

Lee Barton

Director & Co-Founder

We established Bosworth Wealth Management 2018, after working in financial services for over 15 years.

Our aim is to provide sound advice, enabling clients to achieve their ambitions. I love seeing my clients enjoy doing things with their money that they never thought they could.

I am comfortable advising on a wide range of topics with a specialisation in retirement planning.

Ian Laker

Director & Co-Founder

At Bosworth Wealth Management we want to help clients plan for a financially secure future, while also enjoying what they have today.

I have 18 years’ experience as a financial adviser to a wide range of clients with different requirements, from mortgages and life assurance to investment and retirement planning.

In 2018 we set up Bosworth Wealth Management, to enable us to offer individual advice to every client. It is always a pleasure to meet a new client, find out what their dreams are, a new home perhaps, or an early retirement, and help them achieve this.

Rebecca Barton

Operations Manager

I’ve been at Bosworth Wealth Management since the start. Before this I was a Project Manager for a utility company which has some similarities with the role.

There are many aspects to what I do. They range from general administration to chasing through business applications and submissions. I am also a personal contact for the clients.

What I like most about my job is working with other people and satisfaction of meeting needs of clients. I also enjoy keeping track of the applications and keeping people informed and up to date on how things are moving along.